Roosevelt Warm Springs Foundation

BOSTON, MA EIN: 13-5562226

Roosevelt Warm Springs Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 4 grants totaling $176K. Net investment income was $304K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.5M

+20.9% YoY

Annual Giving

$176K

-48.3% YoY

Grant Count

4

-55.6% YoY

Avg Grant Size

$44K

+16.2% YoY

About Roosevelt Warm Springs Foundation

Based on IRS filings

Roosevelt Warm Springs Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 4 grants totaling $176K. Net investment income was $304K.

Ready to take the next step with Roosevelt Warm Springs Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states
+5 more states

Cities

AlpharettaAugustaBaltimoreBridgeportCambridgeCharlestownChicagoMaineManchesterMassachusettsMinneapolisNew YorkOaklandOwings MillsPrincetonSan FranciscoSouth WalpoleStlouisWashingtonWashington Dc

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$127K$254K$381K$508K20202021202220232024
Metric202420232022
Total Assets$5,474,844$4,527,950$4,358,228
Revenue$390,893$106,554$282,464
Expenses$248,417$410,066$347,082
Qualifying Distributions$182,168$347,482$270,753
Net Investment Income$303,551$89,706$183,418
Distributable Amount$242,100$215,813$250,502

Giving Over Time

Total grant dollars and number of grants per year

$0$85K$170K$255K$340K7 grants20205 grants20218 grants20229 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

NORTH AMERICAN TRADITION…$100KUSS POTOMAC ASSOCIATION$50KPOST POLIO HEALTH INTERN…$16KENVIRONMENTAL TRAVELING …$10K

Grant Size Distribution

33 grants across all recorded years

23<$50K7$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JAMES ROOSEVELT JRPRESIDENT & CHAIRMAN1
ANNE E ROOSEVELTVICE PRESIDENT1
TRACY ROOSEVELTTREASURER1
MICHAEL A ROOSEVELTSECRETARY1
MATTHEW ROOSEVELTVICE PRESIDENT1
MARGI BROWNEVICE PRESIDENT1

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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